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When you are serious about achieving Financial Success...

Econologics Financial Advisors
Premier Financial Advice for
Practice Owners & Associates

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Econologics Financial Advisors Premier Financial Advice for
Practice Owners & Associates

When you are serious about achieving Financial Success...

Most practice owners we advise initially tell us they felt uncertain about their financial future and knew something was missing.

They were right. Something IS missing…

Have You Ever Wondered:

Will I ever be debt-free?

Will I ever be debt-free?

Am I paying myself properly from the practice?

Am I paying myself properly from the practice?

How do I reduce my tax liability?

How do I reduce my tax liability?

Will my business sale cover my retirement needs?

Will my business sale cover my retirement needs?

How do I build personal wealth without affecting my current lifestyle?

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The Missing Piece

We know your financial planning needs are unique. Traditional financial planning can fall short because it fails to include a key element: the relationship between your practice and household finances, including how to channel practice profits to the household to build personal wealth. This is the missing piece.

Watch our video to learn more about how our financial planning system can help you!

2 Steps to a Financial Plan

Built for YOU

Step One: Get Your Plan graphic

Step One: Get Your Plan

Start with a financial plan that is tailored to your needs as an owner. The trap is thinking that traditional financial planning will suffice. Don’t fall for it! You are not like everyone else.  Get a plan built for you!
Step Two: Implement Your Plan graphic

Step Two: Implement Your Plan

Now it’s time to put your plan to work! Your advisor will help you implement your plan and keep you on track toward your financial goals by providing continual expert guidance throughout the year and renovating your plan annually to keep it up to date.
Get Your Plan

Zero mystery. 100% confidence. Results-Based Financial Planning® for Owners.*

A key element of our planning process is our proprietary system of tracking financial progress known as Econometry Analytics. This allows you to know exactly where you stand in relation to your financial goals and allows your Econologics Financial Advisor to help you plan your future every step of the way.

*Client Case Study Statistics collected from 206 active clients with an average client relationship of 58 months as of January 1st, 2024. Results include monthly savings, appreciation or gains on investments. Results will vary in individual cases depending on the specific circumstances of each client, economic conditions generally, tax law changes and other factors.

Accumulated Wealth*

$ 0

Reduction of Debt*

$ 0

Household Financial Improvement*

$ 0

Financial Prosperity Index® Score Improved*

0 Points

Frequently Asked Questions

We are different because our knowledge of your industry allows us to provide specialized financial advice and our process includes meeting with you frequently (generally monthly) instead of 1-2 times a year to keep you on track with your financial plan.

As a Registered Investment Advisor we are legally bound with a Duty of Care and a Duty of Loyalty to you.

Now! Procrastination is one of the leading destroyers of wealth creation. Regardless of what you have going on, starting now will help to give you the time you need to achieve your financial goals.
Many of our clients were already working with a local advisor when they found us. While you can keep your investments with your current advisor, we recommend you only work with one primary advisor. This has proven to provide the best results.
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Serving Practice
Owners Nationwide

As a federally registered investment advisor and national insurance agency, EFA has a fiduciary responsibility to clients. This means we owe clients more than honesty and good faith alone. Rather, the firm has an affirmative duty of utmost good faith to act solely in the best interests of the client.

The EFA Difference

Eric Gersh, RFC®

Eric Miller, RFC®

Josh Abrahamson, RFC®

Start Changing Your Financial Story Today!

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Exclusively for Practice Owners

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10 Ways to Harness the Power of Your Practice & Grow Your Net Worth

DOWNLOAD OUR FREE BOOKLET FOR PRACTICE OWNERS

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What Our Clients have to Say

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Before starting with Econologics, I had a lot of confusion & misunderstanding about finance and how to set up my business & my personal finances for success.  I built a fantastic practice that continues to grow, but now I feel like I have the right team in place to really prosper in all aspects and know that I’ll have long term financial stability.

Amanda Della Penna DVM

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Econologics has played an integral part in my financial success. The organizational tactics and precision in advising and managing my financial world has been a game changer. I’ve enjoyed working with both Eric Miller and now Eric Gersch. Thank you for your help and expertise.

Dr. Robert Reese DVM

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Being a client of Econologics for the last 5 years I have experienced first-hand the many positive benefits of belonging to a team of expert professional financial/ asset protection advisors. From Day-1 thru present day, Econologics had guided me along the way to financial growth, prosperity, stability and calm! Better days ahead as we chart our future growth into the unexpected of the future! This is a course for the whole family and household and for all to benefit!

Dr. Patrick St. Germain DC

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